In situations where we need to decrease the amount owed by the Customer, we refer to it as posting a credit.
To post a credit to a renter, please follow the steps below:
Log into your Dashboard & select Customers
Select which customer you are going to apply the credit to
When viewing the customer, click on the sub-tab “Statement”
When viewing the customers 'Statement' tab, click on the wheel/gear icon and select 'Post Transaction' from the drop-down list.
Provide a brief description of the reason for the credit in the 'description' box. (This description will appear as a line item once the credit is posted so it's important to be clear on the reason for the credit.)
From the ‘Type’ drop-down, select the option labeled 'Ancillary Fee Refund'
Then, you'll need to enter the amount that will be credited and subsequently deducted from the Customer's balance in the field provided.
Once all the fields are filled, click on the blue ‘Post’ button
Once you have successfully posted the credit, you'll be able to view it as a line item on the Customer's statement.
When a credit is posted, it will show as a refund line item & will lower the customer's current balance (if they have one) OR show as a minus amount, which will lower any future balance posted to their account.
Please Note: The line item says 'Refund' as the credit was applied. This is NOT an actual refund to the customer's card.